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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,912 | $61,391-38.2% | $149,723-74.7% | $71,529-47.0% |
| Participation rate | 12.1% | 62.5%-50.4pp | 78.8%-66.7pp | 67.9%-55.9pp |
| Annual return | 18.51% | 35.88%-17.4pp | 134.50%-116.0pp | 28.97%-10.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $949 | $2,921-67.5% | $5,682-83.3% | $4,291-77.9% |
| Admin fee / account holder | $1,913 | $1,264+51.3% | $13,215-85.5% | $1,588+20.4% |